# Create a target agreement process

A target agreement process is the overarching structure for target agreements in easyreview. It defines the frame: a title, a time period, and basic settings such as visibility and permissions. Inside a process you then create the individual target agreements for your employees.

Typical examples are annual goals, quarterly goals, or project-based goals. You can run as many processes in parallel as you like.

:::info
Only employees with HR access can create and manage target agreement processes.

:::

## Create a new process

1. Click **Objectives** in the sidebar.
2. Click **Create category** in the top right.

 ![Target agreement process overview with the "Create category" button](/attachments/ziele/zielprozess-anlegen/zielprozesse-uebersicht.png)

3. Enter a **title** for the process (for example "Annual goals 2026" or "Quarterly goals Q1").
4. Set the **time period of the first edition**. The start and end dates are pre-filled with the current calendar year.
5. Click **Create category**.

 ![The "New process" form with title and time period](/attachments/ziele/zielprozess-anlegen/neuer-zielprozess-formular.png)

Once created, the status page of the new process opens and a confirmation shows that it was saved.

 ![Confirmation after creating a target agreement process](/attachments/ziele/zielprozess-anlegen/zielprozess-bestaetigung.png)

## Adjust the settings

Open the **Settings** button in the top right of the status page to reach the process configuration.

 ![Settings button on the status page](/attachments/ziele/zielprozess-anlegen/einstellungen-tab.png)

### Title

You can change the process title at any time.

### Editions

Editions are time segments within a process. The first edition is created automatically when you create the process. Add further editions to repeat the process on a regular basis (for example yearly or quarterly).

For each edition you set a start and end date. The **Settings for edition** button takes you to that edition's advanced settings (for example the progress mode and intermediate-goal limits).

To add a new edition, enter the desired time period under **Add new edition** and pick one of three options from the **Add edition** dropdown:

* **Start with a blank edition**: creates an empty edition with no content.
* **Copy recipients (blank target agreements)**: carries over the recipients from the previous edition but creates empty target agreements.
* **Copy target agreements**: carries over the complete target agreements, including their goals, from the previous edition.

 ![Editions area with options for new editions](/attachments/ziele/zielprozess-anlegen/editionen-bereich.png)

### Settings

In the **Settings** area you configure how the process behaves:

**Completion level capped** When enabled, the completion level of every target agreement and every intermediate goal is limited to a maximum of 100%. This option is on by default.

**Process visible** Controls whether the process is visible across the company. This option is on by default. When unchecked, only HR and people who have a target agreement in this process (or supervise one) can see it. If the process uses [process steps](/en/c/target-agreements/set-up-process-steps) with a fixed-assigned creator role, outside creators cannot see a hidden process or its "To create" task list; their reminder email still names the employees who are waiting for a target agreement.

**Visibility** Determines who can see the target agreements in this process:

* *Private: Only recipient*
* *Recipient and creator*
* *Recipient, direct supervisor and creator*
* *Recipient, all supervisors, HR and creator* (default)
* *Public* (visible to all employees)

**Edit objective** When "Editable by recipient" is enabled, recipients can edit their own target agreements.

**Update objectives** When "Status of objectives updatable by recipient" is enabled, recipients can update the progress of their own goals themselves.

**Progress display** When enabled, progress bars and completion levels appear in every view. This option is on by default. On the process overview you then see the overall progress and a breakdown of the individual goals per process.

**Notifications** Use the "Notification Center" tile to manage all emails for the process: notifications for new, changed, and completed target agreements, as well as reminders before deadlines. See [Notifications for target agreements](/en/c/target-agreements/notifications) for details.

**Process steps** Use the "Configure process steps" tile to optionally model the path every target agreement follows: creation, release, digital signature, interim update. See [Set up process steps](/en/c/target-agreements/set-up-process-steps) for details.

 ![Settings area with all process options](/attachments/ziele/zielprozess-anlegen/einstellungen-bereich.png)

### Custom fields

Use **Configure Fields** to define additional input fields for target agreements or intermediate goals. Available field types are text, date, integer, decimal, formula, yes/no, and select list.

Click **Save** at the bottom of the page to apply all changes.

## Next steps

Once the process is set up, you can:

* [Create target agreements for your employees](/en/c/target-agreements/create-target-agreement)
* Configure the edition further via **Settings for edition**
* [Manage the target agreements in the overview](/en/c/target-agreements/target-agreements-overview)